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Summit Global Investments’s Veralto VLTO Stock Holding History

Summit Global Investments’s Portfolio VLTO Stock Details VLTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,462
Closed -$445K – 539
2025
Q4 		$445K Sell
4,462
-27,344
-86% -$2.77M 0.03% 346
2025
Q3 		$3.39M Sell
31,806
-1,329
-4% -$140K 0.2% 75
2025
Q2 		$3.35M Buy
33,135
+25,759
+349% +$2.49M 0.2% 81
2025
Q1 		$719K Buy
+7,376
New +$736K 0.05% 230

Other funds holding VLTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Global Investments's VLTO Position: Q1 2026 in Review

Summit Global Investments sold out of Veralto (VLTO) in Q1 2026, closing a stake of 4,462 shares — an estimated $445K sold.

Summit Global Investments first reported a position in VLTO in Q1 2025 and held it in 4 quarters. The position peaked at $3.39M in Q3 2025. 1,037 funds tracked by Wall St. Rank hold VLTO as of Q1 2026.

  • Summit Global Investments reported no remaining Veralto position as of Q1 2026 after selling out during the quarter.
  • Summit Global Investments sold 4,462 Veralto shares in Q1 2026, an estimated $445K.
  • Summit Global Investments first reported a position in Veralto in Q1 2025 and held it in 4 quarters.
  • Summit Global Investments's Veralto position peaked at $3.39M in Q3 2025.
  • 1,037 funds tracked by Wall St. Rank held Veralto as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.